Analysts Are Neutral on These Consumer Goods Stocks: Campbell Soup (CPB), Vita Coco Company (COCO)We hosted CPB’s CEO for an investor meeting. Mgmt stressed snacks stabilization has no “silver bullet” but requires a mix of levers (Goldfish focus, innovation) while M&B trends remain solid led by Rao’s/broth, with mixed elasticity impacts & potential OSG lumpiness from promo timing/tough compares. We hosted a virtual meeting with CPB's CEO Rebecca Gardy. Unsurprisingly, investor questions focused on management's confidence in stabilizing snacks amid ongoing category weakness and the sustainability of recent underlying momentum in Meals & Beverages (M&B). On snacks, management reiterated that growth remains challenged (despite some green shoots), with no "silver bullet" solution, though Goldfish remains the core priority along with selective, consumer-led innovation across the broader portfolio.